Ray Dalio's FIX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 52,083 shares of Comfort Systems USA, Inc. (FIX) worth $42.98 M, representing 0.17% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in FIX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 85,215 shares. Largest reduction occurred in Q2 2025, reducing 115,233 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Comfort Systems USA (FIX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comfort Systems USA (FIX) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +7,222 | New Buy | 7,222 | $170.41 |
| Q4 2023 | +632 | Add 8.75% | 7,854 | $205.67 |
| Q1 2024 | -7,854 | Sold Out | 7,854 | $0.00 |
| Q2 2024 | +10,276 | New Buy | 10,276 | $304.12 |
| Q3 2024 | +5,442 | Add 52.96% | 15,718 | $390.35 |
| Q4 2024 | +85,215 | Add 542.15% | 100,933 | $424.06 |
| Q1 2025 | +26,546 | Add 26.30% | 127,479 | $322.33 |
| Q2 2025 | -115,233 | Reduce 90.39% | 12,246 | $536.21 |
| Q3 2025 | +39,837 | Add 325.31% | 52,083 | $825.18 |
Ray Dalio's Comfort Systems USA Investment FAQs
Ray Dalio first purchased Comfort Systems USA, Inc. (FIX) in Q3 2023, acquiring 7,222 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Comfort Systems USA, Inc. (FIX) for 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Comfort Systems USA, Inc. (FIX) was in Q4 2024, adding 100,933 shares worth $42.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 52,083 shares of Comfort Systems USA, Inc. (FIX), valued at approximately $42.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Comfort Systems USA, Inc. (FIX) represents approximately 0.17% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Comfort Systems USA, Inc. (FIX) was 127,479 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.